11/21/2024 | Anchor Investment Management LLC | 35,335 | $1.03M | 0.1% | -1.4% | 0.002% | |
11/20/2024 | SOA Wealth Advisors LLC. | 6,663 | $0.19M | 0.0% | -12.7% | 0.000% | |
11/20/2024 | Bard Financial Services Inc. | 175,875 | $5.12M | 0.6% | -6.0% | 0.008% | |
11/19/2024 | TCW Group Inc. | 21,772 | $0.63M | 0.0% | -43.3% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 21,059 | $0.61M | 0.0% | -7.0% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 100,614 | $2.93M | 0.1% | +3.7% | 0.005% | |
11/18/2024 | Fortem Financial Group LLC | 26,988 | $0.79M | 0.3% | +25.1% | 0.001% | |
11/18/2024 | Arete Wealth Advisors LLC | 22,744 | $0.66M | 0.1% | -29.5% | 0.001% | |
11/18/2024 | Asset Allocation Strategies LLC | 18,161 | $0.53M | 0.2% | +19.5% | 0.001% | |
11/18/2024 | Sunbelt Securities Inc. | 244,367 | $7.11M | 0.7% | +19.1% | 0.011% | |
11/18/2024 | Cresta Advisors Ltd. | 30,077 | $0.88M | 0.5% | +1.7% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 59,642 | $1.74M | 0.0% | -0.8% | 0.003% | |
11/15/2024 | Valued Retirements Inc. | 15,890 | $0.46M | 0.6% | N/A | 0.001% | |
11/15/2024 | M&T Bank Corp | 629,409 | $18.32M | 0.1% | -15.6% | 0.029% | |
11/15/2024 | Executive Wealth Management LLC | 17,116 | $0.50M | 0.0% | N/A | 0.001% | |
11/15/2024 | Duff & Phelps Investment Management Co. | 2,109,842 | $61.42M | 0.7% | -5.7% | 0.097% | |
11/15/2024 | Barclays PLC | 2,531,756 | $73.70M | 0.0% | +110.0% | 0.117% | |
11/15/2024 | Continuum Advisory LLC | 8,833 | $0.27M | 0.0% | -17.7% | 0.000% | |
11/15/2024 | LRI Investments LLC | 43,728 | $1.35M | 0.1% | +84.3% | 0.002% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 7,836 | $0.23M | 0.1% | N/A | 0.000% | |
11/15/2024 | MML Investors Services LLC | 127,600 | $3.71M | 0.0% | +13.1% | 0.006% | |
11/15/2024 | Montchanin Asset Management LLC | 106,280 | $3.09M | 2.9% | -13.8% | 0.005% | |
11/15/2024 | Mosaic Financial Group LLC | 7,290 | $0.21M | 0.2% | N/A | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 13,808 | $0.40M | 0.0% | +18.7% | 0.001% | |
11/15/2024 | XTX Topco Ltd | 11,588 | $0.34M | 0.0% | -75.5% | 0.001% | |
11/15/2024 | Zega Financial LLC | 20,870 | $0.61M | 0.1% | +1.7% | 0.001% | |
11/15/2024 | DF Dent & Co. Inc. | 34,182 | $1M | 0.0% | -7.0% | 0.002% | |
11/15/2024 | Brookfield Corp ON | 4,762,585 | $138.64M | 0.8% | +6.2% | 0.220% | |
11/15/2024 | EP Wealth Advisors LLC | 195,500 | $5.69M | 0.0% | +32.2% | 0.009% | |
11/15/2024 | Insigneo Advisory Services LLC | 16,112 | $0.47M | 0.0% | +10.0% | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 159,211 | $4.64M | 0.0% | +6.0% | 0.007% | |
11/15/2024 | Voya Financial Advisors Inc. | 49,155 | $1.43M | 0.2% | -12.7% | 0.002% | |
11/15/2024 | Wexford Capital LP | 228,887 | $6.66M | 1.6% | -14.9% | 0.011% | |
11/15/2024 | Stifel Financial Corp | 3,470,689 | $101.03M | 0.1% | +0.3% | 0.160% | |
11/15/2024 | Quantinno Capital Management LP | 9,050 | $0.26M | 0.0% | N/A | 0.000% | |
11/15/2024 | Recurrent Investment Advisors LLC | 1,608,773 | $46.83M | 4.6% | +3.5% | 0.074% | |
11/15/2024 | Reynders McVeigh Capital Management LLC | 18,096 | $0.53M | 0.0% | -4.0% | 0.001% | |
11/15/2024 | Merewether Investment Management LP | 1,056,200 | $30.75M | 1.4% | N/A | 0.049% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 8,424 | $0.25M | 0.1% | N/A | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 71,335 | $2.08M | 0.1% | +17.0% | 0.003% | |
11/15/2024 | Ingalls & Snyder LLC | 14,252 | $0.42M | 0.0% | -4.8% | 0.001% | |
11/15/2024 | Integrated Wealth Concepts LLC | 122,371 | $3.56M | 0.0% | +0.5% | 0.006% | |
11/15/2024 | Invenomic Capital Management LP | 121,441 | $3.54M | 0.2% | -55.8% | 0.006% | |
11/15/2024 | HighTower Advisors LLC | 3,105,022 | $90.37M | 0.1% | -0.5% | 0.143% | |
11/15/2024 | Hilltop Holdings Inc. | 103,556 | $3.01M | 0.2% | +14.4% | 0.005% | |
11/15/2024 | Hollow Brook Wealth Management LLC | 201,954 | $5.88M | 1.7% | +4.0% | 0.009% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 8,350 | $0.24M | 0.0% | +11.3% | 0.000% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 98,703 | $2.87M | 0.2% | +1.5% | 0.005% | |
11/14/2024 | Progeny 3 Inc. | 1,842,034 | $53.62M | 4.5% | +0.7% | 0.085% | |
11/14/2024 | Captrust Financial Advisors | 536,458 | $15.62M | 0.0% | +9.5% | 0.025% | |
11/14/2024 | Icon Wealth Advisors LLC | 579,799 | $16.88M | 1.4% | -1.0% | 0.027% | |
11/14/2024 | Rockefeller Capital Management L.P. | 1,677,950 | $48.85M | 0.1% | +0.5% | 0.077% | |
11/14/2024 | Walleye Capital LLC | 57,886 | $1.69M | 0.0% | -26.7% | 0.003% | |
11/14/2024 | Infrastructure Capital Advisors LLC | 1,916,859 | $55.80M | 7.5% | -10.5% | 0.088% | |
11/14/2024 | Pin Oak Investment Advisors Inc. | 148,295 | $4.32M | 3.9% | +2.1% | 0.007% | |
11/14/2024 | Financial Counselors Inc. | 32,787 | $0.95M | 0.0% | +2.5% | 0.002% | |
11/14/2024 | Fiduciary Trust Co | 29,957 | $0.87M | 0.0% | -2.8% | 0.001% | |
11/14/2024 | BBR Partners LLC | 44,150 | $1.29M | 0.1% | +82.8% | 0.002% | |
11/14/2024 | FORA Capital LLC | 55,834 | $1.63M | 0.2% | N/A | 0.003% | |
11/13/2024 | Glenmede Trust Co. NA | 735,233 | $21.40M | 0.1% | +9.7% | 0.034% | |
11/13/2024 | Cynosure Group LLC | 12,298 | $0.36M | 0.1% | N/A | 0.001% | |
11/13/2024 | Townsquare Capital LLC | 23,920 | $0.70M | 0.0% | +35.0% | 0.001% | |
11/13/2024 | Baldwin Investment Management LLC | 198,533 | $5.78M | 0.7% | -0.3% | 0.009% | |
11/13/2024 | Principal Street Partners LLC | 16,470 | $0.48M | 0.1% | +2.7% | 0.001% | |
11/13/2024 | Partners Group Holding AG | 19,306 | $0.56M | 0.0% | +7.2% | 0.001% | |
11/13/2024 | D.A. Davidson & CO. | 470,501 | $13.70M | 0.1% | +1.9% | 0.022% | |
11/13/2024 | FMR LLC | 14,429,298 | $420.04M | 0.0% | +9.3% | 0.666% | |
11/13/2024 | Summit Financial Wealth Advisors LLC | 8,151 | $0.24M | 0.0% | N/A | 0.000% | |
11/13/2024 | Private Trust Co. NA | 16,667 | $0.49M | 0.0% | -24.4% | 0.001% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 130,172 | $3.79M | 0.1% | +96.5% | 0.006% | |
11/13/2024 | Longfellow Investment Management Co. LLC | 1,829,932 | $53.27M | 13.3% | -10.2% | 0.084% | |
11/13/2024 | Truvestments Capital LLC | 1,700 | $49K | 0.0% | N/A | 0.000% | |
11/13/2024 | Brown Brothers Harriman & Co. | 58,510 | $1.70M | 0.0% | +37.7% | 0.003% | |
11/13/2024 | Bedell Frazier Investment Counselling LLC | 6,980 | $0.20M | 0.0% | -6.5% | 0.000% | |
11/13/2024 | Independent Advisor Alliance | 130,940 | $3.81M | 0.1% | +8.1% | 0.006% | |
11/13/2024 | Davis R M Inc. | 11,531 | $0.34M | 0.0% | -38.6% | 0.001% | |
11/13/2024 | Fisher Asset Management LLC | 17,576 | $0.51M | 0.0% | -24.2% | 0.001% | |
11/12/2024 | Marco Investment Management LLC | 536,805 | $15.63M | 1.3% | +0.2% | 0.025% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 171,818 | $5M | 0.6% | +1.1% | 0.008% | |
11/12/2024 | Summit Trail Advisors LLC | 28,055 | $0.82M | 0.0% | +11.7% | 0.001% | |
11/12/2024 | Larson Financial Group LLC | 31,829 | $0.93M | 0.1% | +394.5% | 0.001% | |
11/12/2024 | StoneX Group Inc. | 100,830 | $2.94M | 0.3% | -9.6% | 0.005% | |
11/12/2024 | KKM Financial LLC | 77,987 | $2.27M | 1.1% | +7.1% | 0.004% | |
11/12/2024 | One Charles Private Wealth Services LLC | 68,227 | $1.99M | 0.8% | +37.5% | 0.003% | |
11/12/2024 | Cerity Partners LLC | 395,516 | $11.51M | 0.0% | +15.9% | 0.018% | |
11/12/2024 | Great Valley Advisor Group Inc. | 102,446 | $2.98M | 0.1% | +9.5% | 0.005% | |
11/12/2024 | Certified Advisory Corp | 23,077 | $0.67M | 0.1% | +68.6% | 0.001% | |
11/12/2024 | GenTrust LLC | 332,201 | $9.67M | 0.5% | -31.1% | 0.015% | |
11/12/2024 | Nwam LLC | 21,597 | $0.63M | 0.0% | N/A | 0.001% | |
11/12/2024 | Meridian Wealth Management LLC | 12,795 | $0.37M | 0.0% | N/A | 0.001% | |
11/12/2024 | Icon Wealth Advisors LLC | 881 | $26K | 0.0% | -99.8% | 0.000% | |
11/12/2024 | Covenant Asset Management LLC | 63,604 | $1.85M | 0.3% | -0.8% | 0.003% | |
11/12/2024 | GM Advisory Group LLC | 79,409 | $2.31M | 0.1% | +0.8% | 0.004% | |
11/12/2024 | Raymond James Trust N.A. | 168,290 | $4.90M | 0.1% | +6.9% | 0.008% | |
11/12/2024 | 49 Wealth Management LLC | 10,529 | $0.31M | 0.0% | N/A | 0.000% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 666,134 | $19.39M | 0.0% | -2.4% | 0.031% | |
11/12/2024 | Banco Santander S.A. | 52,439 | $1.53M | 0.0% | -29.4% | 0.002% | |
11/9/2024 | Cypress Capital Group | 10,628 | $0.31M | 0.0% | -4.9% | 0.000% | |
11/8/2024 | Steele Capital Management Inc. | 23,847 | $0.69M | 0.0% | +26.5% | 0.001% | |
11/8/2024 | King Luther Capital Management Corp | 236,944 | $6.90M | 0.0% | +0.4% | 0.011% | |